Dashboard Details

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Dashboard Details

Base URL

https://apimobile.callproof.com

Endpoint

/api/v1/dashboard-details

Purpose

Returns a personalized overview of the authenticated user's CallProof activity.

The response includes:

  • Call, appointment, and email totals for today, yesterday, the current month, and the current year.
  • The user's enabled dashboard widgets and their display order.
  • Current and previous period comparisons.
  • Percentage changes between periods.
  • Five-point chart data for calls, appointments, and emails.
  • Up to ten recent activity records when the Recent Events widget is enabled.

All date calculations use the authenticated user's configured time zone.

HTTP Method

POST

Headers

Header Required Description
Authorization Yes Bearer access token.
Content-Type Yes application/x-www-form-urlencoded or application/json.

Security

  • Yes – Requires Bearer Token authentication.
  • The access token must be active and unexpired.
  • The user and associated company account must be active.
  • If two-factor authentication is enabled, the user must have completed verification for the registered device.

Parameters

Request Body Fields

Parameter Type Required Description
timeframe string No Determines the reporting period used by dashboard widgets. Defaults to 1w.

Supported Timeframe Values

Value Meaning
1w The most recent seven-day period.
4w The most recent 28-day period.
1y The most recent 365-day period.
mtd Month to date.
qtd Quarter to date.
ytd Year to date.
all All activity since the user account was created.

The selected period is compared with the immediately preceding period of the same duration.

Successful Response (200)

Returns the authenticated user's dashboard activity summary, widget order, enabled widgets, period comparisons, and chart data.

Top-Level Response Fields

Response Field Type Description
clientStatusCode integer Business-level response status. A successful request returns 200.
user_id integer The authenticated user's unique identifier.
company_id integer The company associated with the authenticated user.
data object Contains dashboard events, widget ordering, and widget details.
uri string The URL of the dashboard request.

Dashboard Data Fields

Response Field Type Description
data.events array Activity totals for today, yesterday, the current month, and the current year.
data.widgets_order object Contains the ordered names of the user's enabled dashboard widgets.
data.widgets_order.widgets array of strings Enabled widget names in their display order.
data.widgets array Dashboard widget content prepared for the authenticated user.

Event Summary Fields

Each entry in data.events represents today, yesterday, the current month, or the current year.

Response Field Type Description
day string The summary period, such as Today, Yesterday, Month, or Year.
date string The formatted date, month, or year represented by the summary.
call_count integer Total recorded calls during the summary period.
appointment_count integer Total appointments during the summary period.
email_count integer Total email activity during the summary period.

Widget Fields

Response Field Type Description
event string The widget name, such as Appointments, Calls, Emails, Recent Events, or Opportunity.
info array The information displayed by the widget. Its contents depend on the widget type.

Appointment Widget

The appointment widget contains one summary titled My Appointments.

Response Field Type Description
title string The appointment summary title.
progress_total_calls integer Total appointments in the selected current period.
progress_from_date string Beginning of the current comparison period.
progress_to_date string End of the current comparison period.
previous_total_calls integer Total appointments in the preceding comparison period.
previous_from_date string Beginning of the preceding comparison period.
previous_to_date string End of the preceding comparison period.
percentage integer Percentage change between the preceding and current periods.
chart_data.current_data array of integers Current-period activity divided into five chart intervals.
chart_data.previous_data array of integers Previous-period activity divided into five chart intervals.

Call Widget

The call widget provides separate summaries for:

  • My Outbound Phone Calls
  • My Inbound Phone Calls
  • All Calls

Each summary uses the following fields:

Response Field Type Description
title string The call category represented by the summary.
progress_total_calls integer Total calls in the selected current period.
progress_from_date string Beginning of the current comparison period.
progress_to_date string End of the current comparison period.
previous_total_calls integer Total calls in the preceding comparison period.
previous_from_date string Beginning of the preceding comparison period.
previous_to_date string End of the preceding comparison period.
percentage integer Percentage change between the preceding and current periods.
chart_data.current_data array of integers Current-period calls divided into five chart intervals.
chart_data.previous_data array of integers Previous-period calls divided into five chart intervals.

Email Widget

The email widget provides separate summaries for:

  • My Outbound Emails
  • My Inbound Emails
  • All Email

Each summary uses the following fields:

Response Field Type Description
title string The email category represented by the summary.
progress_total_calls integer Total emails in the selected current period.
progress_from_date string Beginning of the current comparison period.
progress_to_date string End of the current comparison period.
previous_total_calls integer Total emails in the preceding comparison period.
previous_from_date string Beginning of the preceding comparison period.
previous_to_date string End of the preceding comparison period.
percentage integer Percentage change between the preceding and current periods.
chart_data.current_data array of integers Current-period email activity divided into five chart intervals.
chart_data.previous_data array of integers Previous-period email activity divided into five chart intervals.

Recent Events Widget

Returns up to ten recent activity records for the authenticated user.

The fields within each activity record vary according to the activity type.

Opportunity Widget

The Opportunity widget is included when enabled, but its info field is currently returned as an empty array.

Error Responses

HTTP Status Code Client Status Code Meaning
200 401 The supplied timeframe value is not supported.
200 401 Two-factor authentication is required but has not been completed for the registered device.
401 401 The Bearer token is missing or invalid.
401 401 The authenticated user or company account is disabled.
401 401 The client application version must be updated before continuing.
401 401 The access token has expired.

Error Response Fields

Response Field Type Description
clientStatusCode integer The business-level error status.
error.code integer The business error code.
error.message string A plain-language explanation of the dashboard request failure.
uri string The URL of the dashboard request.

Common Error Codes

Error Code Meaning
1500 Authentication, authorization, two-factor verification, or request validation failed.
1800 The user or company account is disabled.
8000 The access token has expired.
9000 A required client application update is available.